LWM ADVISORS INC

Q2 2025 13F Holdings

Location
El Dorado Hills, CA
Holdings as of
6/30/2025
Value ($000)
$103,972
Num holdings
29
Date filed
7/7/2025
Form type
13F-HR
Prev filing
5/13/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type